FZANX
Fidelity Advisor New Insights Fund Class Z
Mutual fund
$55.36+0.53 (+0.97%)Close Oct 2, 2026
Aug 20, 2013 – Oct 2, 2026, Dividends reinvested
- Final balance
- $63,043
- CAGR
- +15.07%
- Max drawdown
- −32.66%
- Sharpe ratio
- 0.86
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +2.33%
- 3M
- +1.54%
- 6M
- +16.52%
- YTD
- +13.01%
- 1Y
- +16.89%
- 3Y
- +27.97%
- 5Y
- +14.91%
- 10Y
- +16.53%
- Since 2013
- +15.07%
Metrics
Since 2013| Volatility | 18.29% |
|---|---|
| Sortino ratio | 1.21 |
| Calmar ratio | 0.46 |
| Best year, 2023 | +36.45% |
| Worst year, 2022 | −27.28% |
| Positive years | 10 of 12 |
| Longest drawdown | 2.2 years |
Worst drawdowns
Since 2013| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −32.7% | Nov 2021 | Sep 2022 | Jan 2024 | 2.2 years |
| −31.9% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −21.9% | Aug 2018 | Dec 2018 | Apr 2019 | 8 months |
| −20.0% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |
| −16.6% | Jul 2015 | Feb 2016 | Jul 2016 | 1 year |
Annual returns
2013 from Aug 20 · 2026 through Oct 2